Personal Insurance Account Manager

• Hybrid or Remote (Open to GA Applicants with Active P&C License)
• Existing personal insurance account management experience is required

 

Job Summary:
A well-established agency is seeking a detail-oriented insurance professional with strong knowledge of personal lines insurance coverages. The candidate should be comfortable handling a variety of coverage lines and working with both standard and High Net Worth accounts.

 

Responsibilities:

• Manage an established book of business and maintain strong client relationships.
• Provide day-to-day account management support, including policy questions, renewals, and endorsements.
• Prepare and process certificates, proposals, policy summaries, and coverage reviews.
• Review insurance contracts, policies, and endorsements for accuracy.
• Handle new and renewal submissions with various carriers, including admitted and non-admitted markets.
• Resolve issues related to claims, cancellations, audits, receivables, and carrier inquiries.
• Ensure a high level of client retention through proactive service and problem-solving.
• Collaborate effectively within a team environment while maintaining the ability to work independently.

 

Requirements:

• Holds an active P&C insurance license.
• Minimum of 2 years of personal lines account management experience.
• Strong computer skills; proficiency with agency management software required (experience with EPIC is a plus).

 

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

 

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